Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
June 29th, 2017
LPL Retirement Leader Departure Reflects an Evolving Adviser Industry
There are some important implications for the future of the retirement advisory industry in the organizational history of LPL Financial’s retirement arm and its acquired businesses, particularly NRP. Read more >
ERISA Safe Harbor for Government-Run Plans Officially Eliminated
In a new final rule, the Department of Labor removed its final rules regarding the ERISA safe harbor of government-run plans for private-sector workers. Read more >
401(k) Self-Dealing Suit Filed Against Waddell & Reed
The lawsuit says Waddell & Reed forced its own 401(k) plan participants to choose among an investment lineup almost exclusively made up of funds managed by the company or its affiliates. Read more >
More Prefer Risk Protection Over Portfolio Growth
Even while advisers have placed attention on the need for aggressive investing to meet expanding lifetime income needs, investors continue to choose security. Read more >
Stimulus Bill Extends Some Provisions of the CARES Act
Coronavirus Hardship Withdrawals, Taxes and Your Retirement Plan Clients
Many Near-Retirees Don't Understand Social Security Benefits
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
The Most Common Retirement Plan Testing Mistakes
Sponsored message from MetLife
Stable Value Outperforms Money Market
Click to see video. Read more >
Power Stance
Advocating for aggressive plan design, to help ensure what workers save goes the distance. Read more >
New Recordkeeping Platform Aims to Expand IRA Space
The platform is designed to provide flexibility in investment selection, advice and education for all types of IRAs. Read more >
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